Morgan Stanley's profit more than doubles on boost from dealmaking, stock sales
Morgan Stanley's profit more than doubled in the fourth quarter, fueled by a wave of dealmaking and stock sales that drove its revenue to a full-year record. We are adding MS to GI on this strength!
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A FED data release could offer insights into the manufacturing sector's performance in December. Factory output is projected to have increased at the same rate of 0.2% recorded in November. Industrial production could have rebounded in December with a 0.3% rise. Watch for it!
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Stocks ended lower Friday as investors eyed the most recent corporate earnings and gauged economic data. Treasury yields fell as it looks like no rate cuts on the horizon. The dollar slipped, while gold prices rose. Oil prices dropped on expected halt to Houthi shipping attacks.
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Stocks rallied Friday to close out a strong week on optimism over the health of the economy and path of interest rates as investors braced for a slew of policy changes under the incoming Trump administration. Markets registered their biggest weekly % gains since early November!
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The U.S. debt-to-GDP ratio is pushing 100%, double the level in Clinton's time. Left unchecked, by 2027 it's projected to exceed the records set after World War Two, when the government borrowed heavily to fund the war effort. This is a Trump Administration priority, so he says.
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With the US labor market so resilient and inflation receding only slowly, markets may be wondering why the Federal Reserve is easing policy at all. A reading above +0.2% for core consumer prices on Wednesday could convince futures to start giving up on even one cut this year...
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Federal workers are uncomfortable in the spotlight, and Trump has threatened to strip civil service protections from thousands of them. Ramaswamy and Musk have suggested that cutting a million federal jobs within a YEAR is a reasonable target. This WILL affect the markets!
A Hedge Fund Manager Should Be Able to Run Treasury! Bessent’s track record shows he’s well-placed. He is a fiscal hawk who will positively affect the economy and the markets. He wants to rein in spending and get the Secretary of the Treasury back in line with the markets. GOOD!
It's Black Friday!! Wall Street ended Wednesday on a high note, with the small-cap Russell 2000 index hitting a record peak, while Treasury yields plunged following Trump’s pick of Scott Bessent as U.S. Treasury Secretary. The Trump Trade continues to our clients' great favor!
Clients and readers: We appreciate your trust and partnership this Thanksgiving. As we reflect on our journey together, we’re thankful for the opportunity to help secure your financial future. Wishing you and yours a bountiful holiday filled with joy, warmth, and prosperity.
Stocks closed at all-time highs Tuesday as investors set aside concerns over how Trump’s tariffs will affect American companies and instead cheered Israel’s decision to accept a cease-fire in Lebanon. Equities extended gains into a 7th straight day; S&P 500 hit its 52nd record.
Trump heeds Wall Street w/Scott Bessent as Treasury Secretary. Ultimately, the drama-filled search landed where it started — with a hedge fund executive who’d spent months methodically laying the groundwork for a nomination. Having a macro hedge fund guy is appealing to markets.
MOVE OVER GROVER!
#DonaldTrump is returning to the #WhiteHouse. How will his policies affect us in early 2025? Will our portfolios experience more — or less - volatility from the plethora of Trump’s economic policy changes.
CB3 LIVE! - Update. Ep 28: "Post-Election Insights"
CB3 LIVE! - Update · Episode
open.spotify.com
Bessent’s nomination had a calming effect on markets. USD fell, and US govt. bonds rallied after Trump picked Bessent to run the Treasury. He's a Wall Street veteran who investors expect will take the sting out of the administration’s more aggressive trade and economic policies
On the speculative fringes, the risk-taking extravaganza isn’t just continuing—it’s getting bigger by the day. Heavy trading—and big price moves—in everything from crypto to leveraged ETFs was the story in a week where swings in the S&P 500 and Nasdaq finally started to abate...
